+320.7%
CB vs ARES
+1,196.0%
-875.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | +0.5% | -1.7% | +2.2% | +0.8% |
| 30D | -3.1% | +0.3% | -3.4% | -3.2% |
| 3M | +9.0% | +8.5% | +0.5% | +6.8% |
| 6M | +2.9% | +23.5% | -20.6% | -2.3% |
| YTD | +10.1% | -11.2% | +21.3% | +11.0% |
| 1Y | +22.8% | -19.3% | +42.1% | +25.8% |
| 3Y | +73.8% | +48.7% | +25.1% | +50.6% |
| 5Y | +99.2% | +106.5% | -7.4% | +55.0% |
| 10Y | +218.2% | +1,055.3% | -837.1% | +79.6% |
| All | +320.7% | +1,196.0% | -875.3% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling